Zurich Savings Plan
Sponsored by Zurich American Insurance Company · EIN 364233459 · Plan #003
- Total assets
- $3.7B
- Net assets
- $3.7B
- Active participants
- 9,738
- With balances
- 14,357
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Securities brokerage | $624,256 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $170,002 |
| Charles Schwab & Co., Inc. | Other fees | $6,219 |